Outlook Wealth Advisors’s CrossAmerica Partners CAPL Stock Holding History

Outlook Wealth Advisors’s Portfolio CAPL Stock Details CAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$462K	Buy	22,250 +9,950	+81%	+$216K	0.11%	181
2025 Q4	$253K	Hold	12,300	–	–	0.06%	271
2025 Q3	$259K	Buy	12,300 +600	+5%	+$12.5K	0.06%	263
2025 Q2	$245K	Hold	11,700	–	–	0.06%	250
2025 Q1	$287K	Hold	11,700	–	–	0.08%	227
2024 Q4	$257K	Hold	11,700	–	–	0.07%	227
2024 Q3	$242K	Hold	11,700	–	–	0.07%	235
2024 Q2	$853K	Hold	11,700	–	–	0.27%	74
2024 Q1	$267K	Hold	11,700	–	–	0.08%	227
2023 Q4	$267K	Hold	11,700	–	–	0.09%	182
2023 Q3	$254K	Hold	11,700	–	–	0.1%	175
2023 Q2	$230K	Hold	11,700	–	–	0.09%	181
2023 Q1	$251K	Hold	11,700	–	–	0.11%	166
2022 Q4	$232K	Hold	11,700	–	–	0.11%	157
2022 Q3	$219K	Hold	11,700	–	–	0.1%	169
2022 Q2	$237K	Buy	+11,700	New	+$247K	0.1%	170

Other funds holding CAPL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Outlook Wealth Advisors's CAPL Position: Q1 2026 in Review

Outlook Wealth Advisors increased its CrossAmerica Partners (CAPL) stake by 81% in Q1 2026, buying an estimated $216K and bringing the position to 22,250 shares worth $462K. The position accounts for 0.11% of the portfolio, ranked #181.

Outlook Wealth Advisors first reported a position in CAPL in Q2 2022 and has held it in 16 quarters since. The position peaked at $853K in Q2 2024. 62 funds tracked by Wall St. Rank hold CAPL as of Q1 2026.

Outlook Wealth Advisors held 22,250 shares of CrossAmerica Partners worth $462K as of Q1 2026.
Outlook Wealth Advisors bought 9,950 CrossAmerica Partners shares in Q1 2026, an estimated $216K.
CrossAmerica Partners made up 0.11% of Outlook Wealth Advisors's portfolio in Q1 2026, its #181 holding.
Outlook Wealth Advisors first reported a position in CrossAmerica Partners in Q2 2022 and has held it in 16 quarters since.
Outlook Wealth Advisors's CrossAmerica Partners position peaked at $853K in Q2 2024.
62 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.